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Name Holding Trade Value Shares
Change
Change in
Stake
SFPIA
751
Stevens First Principles Investment Advisors
California
$14K
TIM
752
Tortoise Investment Management
New York
$14K
EF
753
Empirical Finance
Pennsylvania
$14K +$12.6K +530 New
MBT
754
Monroe Bank & Trust
Michigan
$14K +$13.3K +561 New
AssetMark Inc
755
AssetMark Inc
California
$13K -$11.1K -468 -47%
APSP
756
Asset Planning Services (Pennsylvania)
Pennsylvania
$12K -$24K -1,013 -69%
MSFP
757
Mark Sheptoff Financial Planning
Connecticut
$11K -$8.3K -350 -45%
HR
758
Howe & Rusling
New York
$11K
LWM
759
LBA Wealth Management
Florida
$11K
GWS
760
Glassman Wealth Services
Virginia
$11K +$1.09K +46 +12%
GAM
761
Gemmer Asset Management
California
$10K -$877 -37 -9%
AF
762
Arrow Financial
New York
$10K
MA
763
MCF Advisors
Kentucky
$10K +$47 +2 +0.5%
MIFH
764
Migdal Insurance & Financial Holdings
Israel
$9K +$7.97K +336 New
CCMW
765
Cypress Capital Management (Wyoming)
Wyoming
$8.76K
KKAMG
766
Kernodle & Katon Asset Management Group
Arkansas
$8K
BAM
767
Bruderman Asset Management
New York
$8K +$71 +3 +1%
WPA
768
West Paces Advisors
Georgia
$7.67K +$7.18K +303 New
AWM
769
AllSquare Wealth Management
New York
$7K
AP
770
Atwood & Palmer
Missouri
$7K
CWM
771
Catamount Wealth Management
Connecticut
$7K
PFS
772
Physicians Financial Services
North Carolina
$7K
DOA
773
D'Orazio & Associates
Virginia
$7K +$71 +3 +1%
AWM
774
Avior Wealth Management
Nebraska
$7K +$6.62K +279 New
CAW
775
Cornerstone Advisors (Washington)
Washington
$6K -$8.94K -377 -60%